Institutional Ownership Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR). We have compiled data on the 1,718 institutions that hold shares in the stock, with a total of 92.9 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
205,133
shares
|
$41 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
203,956
shares
|
$40.7 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
192,369
shares
|
$38.4 Million
6.44% of portfolio
|
Q4 2022
Added 4.2%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
192,369
shares
|
$38.4 Million
6.42% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
191,374
shares
|
$38.2 Million
1.01% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
187,477
shares
|
$37.4 Million
0.09% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
185,397
shares
|
$37 Million
0.12% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
184,400
shares
|
$36.8 Million
14.21% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
May 15, 2025 Q1 2025 |
184,376
shares
|
$36.8 Million
1.09% of portfolio
|
Q4 2024
Reduced 43.16%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
184,022
shares
|
$36.8 Million
10.32% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
183,902
shares
|
$36.7 Million
0.34% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
170,901
shares
|
$34.1 Million
3.89% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
168,213
shares
|
$33.6 Million
1.48% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
150,689
shares
|
$30.1 Million
5.23% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
148,957
shares
|
$29.8 Million
0.2% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
146,003
shares
|
$29.2 Million
0.04% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
143,598
shares
|
$28.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
141,903
shares
|
$28.3 Million
0.16% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
140,545
shares
|
$28.1 Million
0.43% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
140,535
shares
|
$28.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
140,404
shares
|
$28 Million
0.23% of portfolio
|
Q1 2025
Reduced 22.54%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
140,346
shares
|
$28 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
136,478
shares
|
$27.3 Million
2.54% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
134,635
shares
|
$26.9 Million
5.89% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
133,063
shares
|
$26.6 Million
5.24% of portfolio
|
Q2 2025
Reduced 2.88%
|